There’s A Storm Coming, Mr. Wayne
Homes. People need them, but people can’t afford them. That rather unfortunate state of affairs,
Consumer Confidence Crumbles In Blow To Biden As Election Nears
Perceptions of the US economy darkened a third month in April pushing a key gauge
Nail In The Coffin: Hot Comp Costs Rule Out Fed Cuts
Bad news for doves: A key gauge of employment costs watched closely by Fed officials
Flood Of European Macro Data Is Giant Waste Of Time
Inflation in Europe was “stable” this month and the bloc’s economy managed a respectable growth
Parlor Game
“Markets and forecasters are now using two decimal points on the inflation data to decide
Treasury Surprises With Borrowing Estimate Overshoot
Market participants expecting high drama from Treasury’s financing estimate on Monday were left wanting. Headed
Marko Kolanovic Cautions Against Buying Stock Dips
Marko Kolanovic’s not buying it. Last week’s rebound in equities following a three-week swoon, I
‘Demand For Convexity Has Collapsed’
Blink and you missed it. For about a week, market participants showed some interest in
Elon Musk Figured It Out
A week ago, I said Elon Musk would “figure it out.” “It” was Tesla, and
Wilson, Kostin Flag Risk To Stocks From Unruly Rates
Morgan Stanley’s Mike Wilson and Goldman’s David Kostin agree: Elevated rates are now an impediment
Traders Brace For Macro Tsunami In Fed Week
It’s one of “those” weeks on the US macro front. By that I mean the
What To Expect From The May FOMC Meeting
With rate cuts in the US now a second-half story if they’re still a 2024
The Coming Market Singularity
Carrying-on about the many perils of equity market concentration runs the risk of eliciting exhausted
So Much For The Selloff (Adaptation)
How worried should equity bulls be about the dramatic 2024 re-pricing across the US rates
What Do Americans Hate More Than Inflation?
“There’s more to it. It’s not that simple.” I say that to myself, despairingly, all
Fed Dodges Bullet In ‘Could’ve Been Worse’ Inflation Report
Personal spending was stronger than expected last month and core inflation remained stubborn, the last
Main Street Asks, ‘Why Save?’ While Wall Street Wonders, ‘Why Short?’
For the world’s largest economy, a “no landing” is far more likely at this point
Alphabet Impresses, Microsoft Does Enough In Tech Relief
Tension was running high on Thursday afternoon in the US following a rough day for
The ‘Dumb Money’ Just Turned Bearish
When you lose the retail crowd… For 23 consecutive weeks, the spread between professed bulls
Not Goldilocks: Core Inflation Overshoots In Mixed US GDP Report
The US economic expansion slowed meaningfully over the first three months of 2024, data released
Super Hot ‘Supercore’ Torches 2024 Rate Cut Odds
About those rate cuts. They aren’t coming. Not from the Fed. Not soon. The advance
Zuckerberg, Meta Suffer Stock Wipeout
Mark Zuckerberg will spend a lot of money. On AI. And on the metaverse. And
Meta Spooks Investors With Spending Plans, Cost Outlook
The bar for Meta was quite high headed into the company’s Q1 results on Wednesday
Escalations And Worst-Case Scenarios
Earlier this week, I trudged through familiar territory in the course of reiterating that equities
US Mortgage Rates Trek Higher, Squeezing Buyers Anew
Mortgage rates. They’re high. Or at least they surely seem that way to aspiring homeowners
Another Backdoor Yellen Equity Put May Be Just A Week Away
Earlier this week, I took a few minutes to put readers to sleep by revisiting
‘This Equipment’
“Is this equipment available?” Oksana Markarova wondered aloud, during an interview with a Ukrainian daily.
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